Financial Synergies Wealth Advisors’s Devon Energy DVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10
| Closed | -$502 | – | 173 |
|
|
2024
Q1 | $502 | Hold |
10
| – | – | ﹤0.01% | 454 |
|
|
2023
Q4 | $616 | Hold |
10
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $477 | Hold |
10
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $484 | Hold |
10
| – | – | ﹤0.01% | 436 |
|
|
2023
Q1 | $507 | Hold |
10
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $616 | Sell |
10
-4,147
| -100% | -$255K | ﹤0.01% | 365 |
|
|
2022
Q3 | $250K | Hold |
4,157
| – | – | 0.04% | 63 |
|
|
2022
Q2 | $229K | Buy |
+4,157
| New | +$229K | 0.04% | 63 |
|